Advisors Asset Management’s South Bow Corp SOBO Stock Holding History

Advisors Asset Management’s Portfolio SOBO Stock Details SOBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Sell	6,913 -204	-3%	-$7.18K	﹤0.01%	1115
2026 Q1	$237K	Sell	7,117 -16	-0.2%	-$486	﹤0.01%	1116
2025 Q4	$196K	Sell	7,133 -602	-8%	-$16.4K	﹤0.01%	1135
2025 Q3	$219K	Sell	7,735 -35	-0.5%	-$952	﹤0.01%	1110
2025 Q2	$201K	Sell	7,770 -152	-2%	-$3.87K	﹤0.01%	1116
2025 Q1	$202K	Buy	7,922 +3,531	+80%	+$88.3K	﹤0.01%	1105
2024 Q4	$103K	Buy	+4,391	New	+$108K	﹤0.01%	1221

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisors Asset Management's SOBO Position: Q2 2026 in Review

Advisors Asset Management reduced its South Bow Corp (SOBO) stake by 2.9% in Q2 2026, selling an estimated $7.18K and leaving 6,913 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Advisors Asset Management first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Advisors Asset Management held 6,913 shares of South Bow Corp worth $244K as of Q2 2026.
Advisors Asset Management sold 204 South Bow Corp shares in Q2 2026, an estimated $7.18K.
South Bow Corp made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1115 holding.
Advisors Asset Management first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.